SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$246M
AUM Growth
-$6.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,780
New
Increased
Reduced
Closed

Top Buys

1
+$989K
2
+$357K
3
+$285K
4
CVX icon
Chevron
CVX
+$246K
5
K
Kellanova
K
+$242K

Top Sells

1
+$213K
2
+$208K
3
+$195K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$127K
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$124K

Sector Composition

1 Technology 16.14%
2 Healthcare 12%
3 Financials 9.28%
4 Consumer Discretionary 6.9%
5 Industrials 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$10.5K ﹤0.01%
383
+10
877
$10.4K ﹤0.01%
179
-31
878
$10.4K ﹤0.01%
57
-9
879
$10.3K ﹤0.01%
782
+36
880
$10.2K ﹤0.01%
353
-6
881
$10.1K ﹤0.01%
142
+1
882
$10.1K ﹤0.01%
517
+13
883
$10.1K ﹤0.01%
203
884
$10K ﹤0.01%
46
+2
885
$10K ﹤0.01%
439
+433
886
$9.96K ﹤0.01%
341
887
$9.92K ﹤0.01%
314
888
$9.86K ﹤0.01%
146
889
$9.85K ﹤0.01%
424
890
$9.85K ﹤0.01%
+342
891
$9.83K ﹤0.01%
434
892
$9.82K ﹤0.01%
604
+38
893
$9.8K ﹤0.01%
126
-676
894
$9.79K ﹤0.01%
72
895
$9.79K ﹤0.01%
4,554
+1,104
896
$9.79K ﹤0.01%
161
+23
897
$9.76K ﹤0.01%
1,043
-9
898
$9.74K ﹤0.01%
104
+2
899
$9.73K ﹤0.01%
47
+1
900
$9.7K ﹤0.01%
497
+5
34 35
36
37 38